Morningstar^® Adviser Workstation^TM

Work Smarter and More Efficiently

Morningstar^® Adviser Workstation^TM helps you stay on top of your entire book of business. Its intuitive design gives you quick access to the tools, files and securities you use most frequently. And whether you work independently or collaborate with others in your practice, Adviser Workstation will enable you to work smarter and more efficiently.

Analyse investments and present results to clients and prospects

Morningstar^® Adviser Workstation^TM offers the broadest and deepest investment coverage in the industry, along with the most powerful tools available for analysing that information and presenting your results to clients and prospects.

Build, analyse and monitor client portfolios

It’s your entire practice—arranged for efficient and proactive management. The Clients & Portfolios Module gives you the tools to quickly build, analyse and monitor your clients’ portfolios.

Assess risk tolerance and identify your clients’ investment goals

The Planning Module within Morningstar^® Adviser Workstation^TM helps you build solid, diversified portfolios that are appropriate for your clients by assessing their true risk tolerance and identifying their investment goals. Use the Planning Module’s risk questionnaire to conduct meaningful risk assessments and create accurate risk profiles. Then create a plan based on multiple investment goals and select a strategy and asset allocation along an Efficient Frontier curve.

Gain with rich insight from Morningstar’s investment analysts

With rich insight from our experienced professionals, Morningstar® Adviser Workstation^TM can serve as the primary source for research in your practice. We deliver independent perspective, consistent methodology, and actionable insight on stocks and funds.

Ongoing Training and Support

Morningstar also supports Adviser Workstation with trained, in-house product consultants, not an outsourced call center. Help is available via phone and e-mail six days a week.